UBS Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209M | Sell |
2,406,055
-237,991
| -9% | -$20.9M | 0.03% | 598 |
|
|
2025
Q4 | $230M | Sell |
2,644,046
-3,911,460
| -60% | -$350M | 0.04% | 514 |
|
|
2025
Q3 | $586M | Buy |
6,555,506
+3,173,554
| +94% | +$278M | 0.09% | 205 |
|
|
2025
Q2 | $298M | Buy |
3,381,952
+1,380,281
| +69% | +$120M | 0.05% | 371 |
|
|
2025
Q1 | $182M | Sell |
2,001,671
-541,235
| -21% | -$48.2M | 0.03% | 560 |
|
|
2024
Q4 | $222M | Sell |
2,542,906
-1,922,951
| -43% | -$177M | 0.04% | 449 |
|
|
2024
Q3 | $438M | Sell |
4,465,857
-1,241,455
| -22% | -$120M | 0.1% | 199 |
|
|
2024
Q2 | $524M | Sell |
5,707,312
-8,203,800
| -59% | -$748M | 0.13% | 147 |
|
|
2024
Q1 | $1.32B | Sell |
13,911,112
-6,943,300
| -33% | -$657M | 0.33% | 48 |
|
|
2023
Q4 | $2.06B | Buy |
20,854,412
+4,472,312
| +27% | +$404M | 0.62% | 15 |
|
|
2023
Q3 | $1.45B | Buy |
16,382,100
+1,066,600
| +7% | +$103M | 0.5% | 28 |
|
|
2023
Q2 | $1.58B | Buy |
15,315,500
+6,121,500
| +67% | +$635M | 0.53% | 26 |
|
|
2023
Q1 | $978M | Sell |
9,194,000
-7,452,700
| -45% | -$780M | 0.36% | 49 |
|
|
2022
Q4 | $1.66B | Buy |
16,646,700
+12,265,500
| +280% | +$1.24B | 0.62% | 17 |
|
|
2022
Q3 | $449M | Buy |
4,381,200
+407,600
| +10% | +$45.9M | 0.2% | 107 |
|
|
2022
Q2 | $456M | Sell |
3,973,600
-2,443,000
| -38% | -$288M | 0.19% | 113 |
|
|
2022
Q1 | $848M | Buy |
6,416,600
+4,301,300
| +203% | +$593M | 0.28% | 71 |
|
|
2021
Q4 | $313M | Sell |
2,115,300
-2,324,600
| -52% | -$343M | 0.09% | 220 |
|
|
2021
Q3 | $641M | Buy |
4,439,900
+3,549,300
| +399% | +$527M | 0.2% | 108 |
|
|
2021
Q2 | $129M | Buy |
890,600
+485,600
| +120% | +$67.8M | 0.04% | 435 |
|
|
2021
Q1 | $54.9M | Buy |
405,000
+305,000
| +305% | +$44.2M | 0.02% | 788 |
|
|
2020
Q4 | $15.8M | Sell |
100,000
-340,000
| -77% | -$54M | 0.01% | 1504 |
|
|
2020
Q3 | $71.8M | Sell |
440,000
-435,600
| -50% | -$72.2M | 0.03% | 503 |
|
|
2020
Q2 | $144M | Buy |
875,600
+774,600
| +767% | +$128M | 0.06% | 295 |
|
|
2020
Q1 | $16.7M | Sell |
101,000
-174,400
| -63% | -$26M | 0.01% | 1076 |
|
|
2019
Q4 | $37.3M | Sell |
275,400
-14,700
| -5% | -$2.05M | 0.01% | 949 |
|
|
2019
Q3 | $41.5M | Sell |
290,100
-671,300
| -70% | -$93.3M | 0.02% | 790 |
|
|
2019
Q2 | $128M | Buy |
961,400
+211,400
| +28% | +$26.8M | 0.05% | 334 |
|
|
2019
Q1 | $94.8M | Sell |
750,000
-496,000
| -40% | -$60.3M | 0.04% | 402 |
|
|
2018
Q4 | $151M | Sell |
1,246,000
-46,300
| -4% | -$5.36M | 0.07% | 265 |
|
|
2018
Q3 | $152M | Buy |
1,292,300
+384,800
| +42% | +$46.2M | 0.06% | 287 |
|
|
2018
Q2 | $110M | Buy |
907,500
+257,500
| +40% | +$30.8M | 0.05% | 375 |
|
|
2018
Q1 | $79.2M | Buy |
650,000
+400,000
| +160% | +$48.3M | 0.03% | 457 |
|
|
2017
Q4 | $31.7M | Sell |
250,000
-434,400
| -63% | -$54.5M | 0.01% | 896 |
|
|
2017
Q3 | $85.4M | Sell |
684,400
-1,115,600
| -62% | -$140M | 0.04% | 416 |
|
|
2017
Q2 | $225M | Buy |
1,800,000
+100,000
| +6% | +$12.4M | 0.12% | 193 |
|
|
2017
Q1 | $205M | Buy |
1,700,000
+1,626,600
| +2,216% | +$195M | 0.11% | 207 |
|
|
2016
Q4 | $8.74M | Sell |
73,400
-104,600
| -59% | -$13.1M | ﹤0.01% | 1615 |
|
|
2016
Q3 | $24.5M | Sell |
178,000
-519,400
| -74% | -$72.1M | 0.01% | 854 |
|
|
2016
Q2 | $96.9M | Buy |
697,400
+578,400
| +486% | +$76.3M | 0.06% | 313 |
|
|
2016
Q1 | $15.5M | Sell |
119,000
-183,700
| -61% | -$23.5M | 0.01% | 1049 |
|
|
2015
Q4 | $36.5M | Buy |
302,700
+150,000
| +98% | +$18.3M | 0.02% | 635 |
|
|
2015
Q3 | $18.9M | Sell |
152,700
-457,400
| -75% | -$55.5M | 0.01% | 928 |
|
|
2015
Q2 | $71.7M | Buy |
610,100
+470,600
| +337% | +$57.7M | 0.05% | 398 |
|
|
2015
Q1 | $18.2M | Buy |
139,500
+69,100
| +98% | +$9.02M | 0.01% | 1028 |
|
|
2014
Q4 | $8.87M | Buy |
+70,400
| New | +$8.54M | 0.01% | 1599 |
|
Other funds holding TLT
UBS Group's TLT Position: Q1 2026 in Review
UBS Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.9% in Q1 2026, selling an estimated $83.3M and leaving 15,117,551 shares worth $1.31B. The position accounts for 0.2% of the portfolio, ranked #92.
UBS Group first reported a position in TLT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.4B in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- UBS Group held 15,117,551 shares of iShares 20+ Year Treasury Bond ETF worth $1.31B as of Q1 2026.
- UBS Group sold 947,128 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $83.3M.
- iShares 20+ Year Treasury Bond ETF made up 0.2% of UBS Group's portfolio in Q1 2026, its #92 holding.
- UBS Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 46 quarters since.
- UBS Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.4B in Q4 2025.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.